Healthy Wealthy & Wise Accountants

Visit: Home - Wild Thing Tax to Contact AlexSummaryIn this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation, and the future of tax services in a technology-driven world.TakeawaysAlex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability.The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry.Empathy and understanding are crucial in building client relationships in tax services.COVID-19 created opportunities for new CPAs as many older professionals left the industry.Alex emphasizes the importance of empowering clients to manage their own finances.The accounting profession is evolving, requiring flexibility and new skill sets.Vulnerability in professional relationships can lead to stronger connections with clients.Alex's approach to tax planning focuses on collaboration and client education.The rise of crypto presents unique challenges and opportunities in tax services.Technology and automation are essential for modern tax practices.

SummaryIn this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on work-life balance and personal fulfillment.Contact: Benny Wrighthttp://www.victoryclaimsconsulting.com/bwright@claimvictoryusa.comtakeawaysUnderstanding tax incentives can significantly impact business success.Public adjusters advocate for clients against insurance companies.Hiring an independent adjuster can be beneficial in claims.Insurance policies are often complex and favor the insurer.The claims process can be contentious and requires expertise.Natural disasters create unique challenges for insurance claims.Success rates for public adjusters can be significantly higher than standard claims.Insurance market trends show rising premiums and coverage challenges.Personal stories in the industry highlight the human impact of claims.Work-life balance is crucial for maintaining personal fulfillment in business.Chapters00:00 Introduction to Tax Strategies for Business Owners00:26 Introduction to Victory Claims Consulting01:46 The Role of Independent Claims Consultants01:51 Introduction to Victory Claims Consulting04:24 Benny's Journey into Public Adjusting06:57 Understanding the Role of Public Adjusters09:44 Navigating Insurance Claims for Businesses12:32 Geographical Reach and Operations15:11 Maximizing Tax Benefits and Deductions15:29 Disaster Declarations and Their Impact18:24 Cost Structure and Success Rates19:33 Understanding Insurance Claims and Public Adjusters22:39 Navigating Rising Insurance Costs25:26 Creative Solutions in Insurance Policies27:35 Bizarre Loss Stories and Their Impact28:47 The Deeper Why Behind Insurance Work31:25 Balancing Work and Family Life36:11 Simplifying Tax Incentives and DeductionsSponsor Notes: Engineered Tax Services | www.engineeredtaxservices.comEngineered Insurance Services | www.engineeredinsuranceservices.com

CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.Connect with Heidi Henderson:LinkedIn : https://www.linkedin.com/in/heidihendersonetsConnect with Katie Thomas:LinkedIn: https://www.linkedin.com/in/katiethomascpahttps://leaders-online.comThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.

Chase Insogna, a successful CPA firm owner, discusses management, technology, client selection, and building a strong team. They also talk about enhancing client communication with video recordings, creating efficiencies during tax season, offshore talent, outsourcing, and Portugal's popularity as a destination for retirees and tourists. Reflections and advice for the 20-year-old self are shared.

Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement.Resources:https://engineeredtaxservices.com/services/research-development-tax-credit/https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/Connect with George Matar:LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511bhttps://engineeredtaxservices.com/bios/george-matar-ii/Connect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.

In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.Connect with Amanda Garner: LinkedIn: https://www.linkedin.com/in/amandagarnerhttps://thegrowthpartnership.com/bios/amanda-garner/Email : agarner@thegrowthpartnership.comConnect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/ 

In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.Connect With Daryl Petrick https://cpabowman.com/team/daryl-r-petrick/LinkedIn : https://www.linkedin.com/in/darylpetrickLearn about Village Hope Care International : https://www.villagehopeinternational.org/Connect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/

Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility.Connect with George Matar:LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/Connect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/

In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money.  Connect with Kim Lochridge: Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619 Website: https://engineeredtaxservices.com/bios/kimberly-lochridgeConnect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/

On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.(00:00) - People aren't being taught how to be entrpreneur's (00:26) - Thank you to Engineered Tax Services (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast (01:55) - Welcome Chris to the show (05:42) - Some background on Chris (09:17) - How do you manage your client relationship working remotely? (12:52) - Availability is your best ability (14:58) - Tell me about the path of your career (17:52) - How do you use technology to help you and your firm? (22:54) - Was it difficult to transition to a subscription based model? (26:15) - What else are you working on and where are you evolving? (31:50) - How do you monetize Teching Tax Flow and that structure? (35:17) - Are you afraid that you're giving too much information away? (37:52) - What makes you tick? What is your passion? (42:07) - Do you have time now for your personal life? How do you balance everything? (46:44) - What do you know now that you would tell your 20 year old self? (48:20) - Wrap up and where to reach Chris and learn more about TTF Connect with Chris Picciurro:Website: https://www.teachingtaxflow.com/LinkedIn: https://www.linkedin.com/in/picciurroConnect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/